scott in texas, scott. >> caller: jim, boo-yah, home of the houston texans, the football team of texas. >> future home of jeremy lin because new york doesn't want to pay up. what's up? >> caller: bmy. >> bristol myers. >> caller: they're trying to acquire amlet. do you feel this will have a favorable or unfavorable effect on the bmy shares if they are, in fact, successful in their effort to make the acquisition? >> i think it's huge. i was in mexico talking about how brilliant this acquisition would be. it will help deal with the patent cliff involving plavix. bristol myers is one of the greatest companies in the world. i want to go to chris in new york right now. >> caller: how are you, jim? boo-yah. i would like to know about orex therapeutics. >> these are all battlegrounds. and one of the things that i said about vivus that was very clear was if you owned it, i would sell half of it. this group is very volatile. yours is one more volative play. if you want to speculate, i'm going to bless it, but just don't be greedy. eureka! reading between the lines to find investing ideas is one